• Help design and scale Crux’s portfolio management framework for tax equity and preferred equity investments • Partner with Principals, Finance, Legal, and external counterparties on portfolio tranching, funding schedules, and post-closing execution • Monitor portfolio performance against underwriting across financial, tax, and operational metrics; identify and escalate risks and variances • Execute consent requests, amendments, and restructurings with internal and external stakeholders • Prepare and support investor, management, and board reporting, ensuring alignment with institutional and contractual requirements • Support Principal with ongoing sponsor and investor interactions post-closing. Ensure smooth transition from execution to portfolio management • Build and enhance portfolio monitoring, reporting, and workflow systems using technology and AI-enabled tools • Contribute to strategic discussions on portfolio optimization, including potential exits and secondary market opportunities • Ensure compliance with partnership agreements, regulatory requirements, and internal policies in coordination with Legal and Finance • Support the development of best practices and playbooks for portfolio management activities to ensure consistency and efficiency as the portfolio scales

• Work closely with Partners and Directors to manage buy-side and sell-side financial and tax due diligence engagements • Perform quality of earnings, quality of assets and working capital analyses by interviewing management, and analyzing & synthesizing data to identify historical and future financial and operational trends • Develop relationships with client’s senior-leadership teams and target company executives • Communicate due diligence findings in a formal report • Supervise junior staff and provide performance review feedback

• Build Automated Visibility: Design and implement real-time dashboards that pull from existing tools (Slack, Jira) with AI-flagged risks, enabling executive leadership to track progress on all Change the Business (CTB) initiatives without manual data gathering • Create Smart Execution Frameworks: Develop standardized templates for defining success criteria, timelines, and accountability owners with AI-assisted metric suggestions, ensuring every initiative has clear definitions of done • Drive Cross-Functional Alignment: Facilitate prioritization and resource trade-offs through data-driven dependency mapping, surfacing resource conflicts early and enabling proactive resolution • Institute Intelligent Operating Rhythm: Establish weekly reviews of major initiatives with automated risk scoring and escalation protocols, reducing the need for multiple senior leaders to resolve issues • Streamline Planning & Reporting: Create auto-populated templates with AI-generated draft narratives for quarterly planning and board updates, dramatically reducing leader time spent on data gathering and slide creation • Drive Annual Planning Processes: Serve as the structured facilitator for annual planning, prioritization, and accountability, ensuring strategic initiatives are properly scoped, resourced, and tracked

• Lead RCM integrations for newly acquired practices • Manage go-live timelines, risks, and dependencies • Coordinate billing, payers, vendors, and internal teams • Configure and optimize workflows in eClinicalWorks (ECW) • Build and maintain Excel reports (pivots, formulas) • Troubleshoot issues without waiting for direction • Improve integration playbooks and repeatable processes